Program Associate and Underwriter
Pennsylvania Assistive Technology Foundation - King of Prussia, PA
$40,000 - $45,000 a year
Pennsylvania Assistive Technology Foundation’s (PATF) mission is to
provide education and financing opportunities for people with
disabilities and older Pennsylvanians, helping them to acquire assistive
technology devices and services that improve the quality of their lives.
PATF is Pennsylvania’s Alternative Financing Program (AFP) as designated
by the federal Assistive Technology Act. PATF is also a state and
federally-certified Community Development Financial Institution (CDFI).
Since 1998, PATF has helped more than 3,200 Pennsylvanians finance the
assistive technology they need through low-interest or no-interest loans
worth more than $36 million. PATF’s office is in King of Prussia,
Pennsylvania.
PATF is pleased to announce the opening of the full-time position of
Program Associate and Underwriter. This position includes appropriate
compensation and a comprehensive benefits package, including health
insurance, 403(b) retirement plan, paid time off, as well as other PATF
benefits.
Job Responsibilities and Duties
• Answer the telephone and e-mail requests for information;
• Identify and assess callers’ needs to achieve satisfaction;
• Go the extra mile to engage customers;
• Answer loan inquiries and provide information and referral, identify
other possible sources of funding, and send application packages;
• Process loan applications, verifying the accuracy and completeness of
each file;
• Collect required documentation from applicants and follow-up on
missing items;
• Collect and input data into loan servicing software as well as PATF’s
data system;
• Summarize applicant’s financial information to lender for final loan
funding decision;
• Act as a liaison between borrower and lender;
• Prepare closing documents and disburse loan funds;
• Provide applicant with timely and periodic status updates of their
loan application;
• Examine, understand and interpret consumer credit reports;
• Maintain client confidentially and maintains files and data in a
secured manner;
• Prepare invoices for borrowers;
• Provide post loan technical assistance;
• Attend and participate in occasional outreach events;
• Carry out other such duties as may be assigned or requested.
Required Skills
• Well-developed interpersonal skills and the ability to collaborate
with a diverse population, including persons with disabilities;
• Ability to communicate effectively, both orally and in writing;
• Ability to work as part of a team;
• Ability to provide an exceptional level of customer service:
in-person, email, and on the phone;
• Ability to exercise a high degree of discretion and independent judgment;
• Strong organizational skills with great attention to detail;
• Ability to handle multiple tasks and frequent interruptions;
• Excellent records and file management skills;
• Interest in learning and professional growth;
• Proficient in Microsoft Office Suite (Word and Excel);
• Ability to learn database management systems.
Required Education and Experience
• High school diploma/GED required; College degree preferred;
• Two years’ experience in consumer lending;
• Experience in providing varied customer service.
Preferred Qualifications
• Knowledge and experience of the disability community;
• Knowledge of assistive technology.
Physical Requirements and Work Environment:
• Primarily works in standard office conditions and climate;
• May work at desk and computer for extended periods of time;
• Travel may be required, primarily in Pennsylvania;
• Must have a valid driver’s license, and current insurance.
Job Type: Full-time
Salary: $40,000.00 to $45,000.00 /year
Experience:
• lending: 2 years
https://www.indeed.com/viewjob?jk=e7490a527db554e8&q="assistive+technology"&l=pa&tk=1ce0eig622ttrebv&from=ja&alid=573acc88e4b0f90143dfed62&utm_source=jobseeker_emails&utm_medium=email&utm_campaign=job_alerts&rgtk=1ce0eig622ttrebv
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David Goldfield, Assistive Technology Specialist WWW.David-Goldfield.Com
